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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (7717)2/23/2001 7:38:43 PM
From: Mike Buckley  Read Replies (3) | Respond to of 196875
 
Chaz and Voop,

I agree that Europe wouldn't be paying attention to Jacobs if W-CDMA was operable. Instead, they'd be sending Qualcomm directly or indirectly royalty payments for it. That, combined with an opportunity regardless of how remote it is to increase operators' efficiency (lower their costs), would be the ideal situation in my mind.

Jacobs and all of us are constrained to operate in the real world, not the ideal world. Qualcomm's fundamentals are a lot further along than a year or two ago, but I don't see the lack of W-CDMA to be the panacea that I get the impression that a lot of people here think it is.

Again, just my opinion.

--Mike Buckley



To: gdichaz who wrote (7717)2/23/2001 8:50:01 PM
From: ggamer  Respond to of 196875
 
Here is an idea:

Why can't QCOM put a full page ad directed to the European telecom market in one of their major newspapers and offer the first major company to go with QCOM 2.5 technology some sort of direct big incentive .

I think an offer of this type will really get them going to be the first to offer the service, and once QCOM has the first major company on-board the rest would have to follow in order to compete.

QCOM, Multiple Flavored Toll Gates to 3G
Spinco, Multiple Flavored Engines to 3G
BREW, Multiple Flavored Windows to 3G
Asians, Multiple Flavored Plastics to 3G
ERIC, Multiple Flavored Antennas to 3G
Nokia, Naked and Left Behind in 2G and
looking for GPRS/EDGE for some
much needed heat